Workflows

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Approve your invoices without printing or moving a single sheet of paper

A single centralized copy of each document for administration and approvers. Custom workflows, signing from your browser or phone, and full control over who has each invoice.

A single centralized copy
Sign from your phone or browser
Posting and payments under control
Who has my invoice?
Workflows module ecosystem: design, rules, execution and control

How does it work?

From the received PDF to the approved invoice, in 6 steps

1

Receipt

The invoice arrives as a PDF or as an e-invoice and the Invoices module extracts its data.

2

Assignment

At that point, the rules decide which workflow the invoice enters and assign the signatories.

3

Notification

Each approver sees their pending signatures and receives reminders.

4

Approval

Approve or reject, in bulk too, from your browser or phone, with comments and cost centers.

5

Posting

Posting or payment stays blocked until the stage you choose is approved.

6

Tracking

Monitor by workflow, stage or signatory and know at all times who has each invoice.

Everything you can automate

A complete module, designed for your approval processes

1. Custom workflows

  • ✓As many approval workflows as you need.
  • ✓Up to 10 signatories per workflow, organized into groups.
  • ✓At each stage, a fixed signatory, one chosen by rules, or anyone in the group.

2. Assignment rules

  • ✓Triggered automatically when the Invoices module processes the invoice.
  • ✓They choose the workflow and the signatories using any invoice field: supplier, cost center, amount...
  • ✓Automatic approval below the amount you set.

3. Accounting control

  • ✓Posting is blocked until the stage is approved.
  • ✓Posting with the payables blocked so they are not paid.
  • ✓Payables unblocked on approval, without entering the ERP.

4. Sign from anywhere

  • ✓100% web access, also from your phone, with nothing to install.
  • ✓Bulk approval or rejection, with comments.
  • ✓The approver can fill in the cost centers.

5. Supervision and alerts

  • ✓View by workflow and stage, or by signatory.
  • ✓Reminders to signatories.
  • ✓Email alerts when a document is rejected.

6. Transparency

  • ✓Signing mode: only the documents pending signature.
  • ✓Query mode: status and data of each invoice, online.
  • ✓Handover of the signature to another approver if it was assigned by mistake.

Want to see it working in your company?

We will give you a demo with your own documents and prepare a proposal tailored to your volume.

Request a demo